How we Manage Money: Asset Allocation

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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When it comes to building your investment portfolio, asset allocation is key. For Julius Baer Chief Investment Officer Yves Bonzon, finding an asset allocation breakdown that meets your individual needs and that you can withstand, even in the case of extreme shocks, makes all the difference. 

In the second episode of our How we Manage Money series, Yves Bonzon explains the do’s and don’ts of portfolio construction, the difference between strategic and tactical asset allocation, and how investors can build a truly diversified portfolio that won’t keep them up at night.